--- title: SalesOutlook CRM Reviews meta_title: 'SalesOutlook CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how SalesOutlook CRM works for a business like yours. aggregate_rating: rating_value: 5.0 review_count: 2 scale: '5' date_modified: '2026-06-04' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # SalesOutlook CRM Reviews **Vendor:** Salesoutlook **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 5.0/5.0 **Total Reviews:** 2 ## About SalesOutlook CRM The Most Advanced Outlook CRM. Ever. ## SalesOutlook CRM Reviews ### 1. Best CRM for the Money **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2023 **What do you like best about SalesOutlook CRM?** I only have to open Outlook to get all my company information. A vert comprehensive CRM at an affordable price. DOn't lert the high price of other CRM's fool you, SalesOutlook can do it all. **What do you dislike about SalesOutlook CRM?** Does not work with Gmail. Other than that this CRM is the best bang for your buck out there. **What problems is SalesOutlook CRM solving and how is that benefiting you?** My users actually use the system and that makes ne happy. Very easy for our reps to use SalesOutlook has all the tools, contact management, document management, email marketing, Excel reports, email templates, Sales Workflow and is easily customized. ### 2. A great CRM created based on microsoft outlook **Rating:** 5.0/5.0 stars **Reviewed by:** helena f. | Sales And Marketing Specialist, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2019 **What do you like best about SalesOutlook CRM?** One of the aspects I like most about this CRM is that it is based on Microsoft Outlook environment, I was able to integrate my email contacts with this platform, I was able to manage my sales team and organize my quotes and budgets quickly and easily! **What do you dislike about SalesOutlook CRM?** Requires Outlook for PC and Exchange as the email server, can not be other emails. **Recommendations to others considering SalesOutlook CRM:** I recommend it for small and medium enterprises, is easy to use and more if you have a database of contacts in Microsoft outlook which can be imported and used to send mass emails, and archive quotes and budgets, is not an expensive CRM, has mobile platform that can be managed without internet is great. **What problems is SalesOutlook CRM solving and how is that benefiting you?** I have used it to archive emails budgets and sales quotes of the company within the Microsoft Outlook platform, use the outlook calendar to integrate it to this CRM and be able to synchronize and have on time all my sales and marketing proposals of the company. ## SalesOutlook CRM Discussions - [What is SalesOutlook CRM used for?](https://www.g2.com/discussions/what-is-salesoutlook-crm-used-for) - [View SalesOutlook CRM pricing details and edition comparison](https://www.g2.com/products/salesoutlook-crm/reviews?open_modal_url=%2Fproducts%2Fsalesoutlook-crm%2Fwishlists%3Fhost_path%3D%252Fproducts%252Fsalesoutlook-crm%252Freviews%26source%3Dsticky_header_pin§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+00%3A11%3A34+-0500&secure%5Bsession_id%5D=ccd47952-560a-4aaa-9b3f-747f8ca54644&secure%5Btoken%5D=a010a27d4f01332d2d908679a39d65c150f69e676af0f927491939461d1aaae2&format=llm_user) ## SalesOutlook CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Customization** - Custom Fields - Conditional Logic - Multi-page Forms - Design - Forms Creation & Design **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Additional Functionality** - Embedded Forms - Offline Capability - Notifications - Payments - Mobile Forms - Customizable Forms - Real-Time Notifications - Alerts/Notifications **Additional Functionality** - Search/Filter - AI Copilot - Commenting/Notes - Content Publishing Options - Reporting & Statistics - Content Library - Document Classification - Drag & Drop - Customizable Branding - SSL Security - API - Document Management - Document Storage - Collaboration Tools - Data Capture and Transfer - Autofill - Multi-Channel Distribution - Convert to PDF - Customizable Templates - Media Library - Generative AI - Full Text Search - Surveys & Feedback - Data Import/Export - Forms Management - Electronic Signature - Third-Party Integrations - Reporting/Analytics - Workflow Management - Template Management - Mobile Access **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top SalesOutlook CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,690 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,243 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,059 reviews)